Financial Literacy

Asset Planning & Financial Planning for Physicians

On Thursday, August 8th, InTandem Financial and Saxton & Stump Lawyers and Consultants, offered a seminar exclusively for physicians at The Mill in Hershey. While guests enjoyed farm to table cuisine, Scott Mitchell from Saxton & Stump presented valuable information regarding “What Physicians Need to Know About Estate/Tax Planning and Asset Protection”. Jay Broeg from InTandem Financial followed Scott’s presentation with a discussion on “Financial Planning for Medical Professionals”. The event concluded with a robust Q & A time, a delightful dessert buffet and quality time around the table for participants who had time to relax and enjoy the company.

InTandem Financial would like to say an extra special thanks to everyone who enjoyed our featured cocktail for the evening, “A Toast to Alex”. To honor the memory of Alexandra Scott, InTandem Financial was proud to contribute $260 to Alex’s Lemonade Stand to continue the fight against childhood cancer.

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Strategies for Maximizing Your Social Security Income

InTandem Financial was pleased to present “Strategies for Maximizing Your Social Security Income” on Thursday, July 25th, at the West Shore Country Club in Camp Hill, PA. Guests enjoyed a delicious lunch as they heard from David Harris, Vice President of Nationwide Retirement Institute, as he shared the basics of Social Security and the key considerations every person contemplating retirement should discuss with their financial advisor. Matt Krise and Jay Broeg illustrated how our team at InTandem Financial uses a personal financial plan to help our clients weigh their options so their hard earned retirement dollars last. If you missed this seminar, it’s never too late to schedule a time to meet with Jay, Matt, Minta, or Joe to get your own financial plan started!

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Financial Planning for Medical Professionals

Since medical professionals have unique financial planning needs, Jay and Minta provided lunch and presented a workshop on Tuesday, June 4th, specifically for Hershey Medical Center Allergy/Immunology fellows. This seminar helps physicians create a plan to tackle high student loan debt, account for the earnings gap and high income potential through retirement planning and investing, while reviewing protection options for life, disability and long-term care events.

EOS Workshop – Get a Grip on Your Business

On May 16th, InTandem Financial, together with LinkBank, hosted an Entrepreneurial Operating System (EOS) Workshop presented by Brian White, certified EOS Implementer and owner of White Stone Solutions, LLC. This workshop, geared for business owners and their leadership team, was held at Allenberry Resort in Boiling Springs and helped each leader to determine if they are running the business or if the business is running them.

Brian presented the EOS Model and provided practical tools and success stories that equipped each person to leave the room with resources to bring transformation and growth. We are glad InTandem Financial could provide this incredible opportunity to local business owners because we are learning to apply these tested principles right along with them!

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